Walmart Inc. (WMT) Total Return:23.03%(TTM)
The total return cagr for Walmart Inc. (WMT) is +23.03% over the latest trailing 12-month period. The comparable SPY value is +24.32%. Year-to-date total return is +7.13%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WMT
$444,165
(44.4x return)
Invested on Jun 10, 1996
Growth of $10,000 in SPY (S&P 500)
$183,873
(18.4x return)
Invested on Jun 10, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+7.1%
1-Year Total Return
+23.0%
Current Dividend Yield
0.81%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +22.0% | +23.0% | +1.0% |
| 3 Years | +32.6% | +34.0% | +1.4% |
| 5 Years | +20.7% | +22.3% | +1.6% |
| 10 Years | +17.5% | +19.5% | +2.0% |
| 15 Years | +13.5% | +15.8% | +2.3% |
| 20 Years | +10.7% | +12.9% | +2.3% |